We're Here to Help
Since 1998, Van Hulzen has been providing holistic, comprehensive, and highly personal financial planning, advice, and investment management to a range of individuals, businesses, families, and families with special needs. We see the whole picture, knowing for instance, that you can’t separate business from family in a family business. Or, that a parent needs to plan as much for their own retirement as for their special needs child’s future.
INDIVIDUALS & FAMILIES
We make your life, not just your financials, our priority. That means getting to know you through conversations, not spreadsheets. As your team of advisors, we focus on your priorities, values, goals, life, and philanthropic endeavors, developing a plan that will guide you through all of life’s stages—often through generations.
When business is personal, a trusted relationship with a financial advisor is key. Van Hulzen provides the counsel and resources to effectively plan for the future and achieve true peace of mind. Whether you’re planning for succession, your employees’ retirement, anticipated growth, a merger or acquisition, and everything in between, we focus on what matters most to you. This includes considerations often missing from business financial planning, such as achieving work-life balance or your commitment to philanthropy.
Families with Special Needs
Long-term financial planning for a loved one with special needs is beyond the expertise and scope of the majority of financial advisors. That’s why working with a Chartered Special Needs Consultant (ChSNC® ) is critical. Our ChSNC®-led Special Needs Planning Practice will guide you with compassion through the complexities of Social Security, trusts, government benefits, and other factors—making planning for your financial security and retirement an equal priority.